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Financial Planning Specialist

4 months ago

New York, United States Chemistry Wealth Management Full time

Financial Planning Specialist


Chemistry Wealth Management is a Registered Investment Advisory firm with Charles Schwab as the custodian. We focus on building long-term relationships with great people.


The Financial Planning Specialist will join a team that is an integral part of our work for our clients. The specialist will offer highly detailed wealth management advice and oversee the production of financial plans for Chemistry Wealth’s clients.


The candidate must have experience in financial planning for high-net-worth individuals and extensive knowledge of cash flow analysis, income tax strategies, executive compensation, investment analysis, and intergenerational planning.


Through deep knowledge of the client's personal goals, needs, and values, the Financial Planning Specialist and Financial Advisors will collaboratively work together to tailor specific recommendations that offer the best available strategies, products, and services.


Step away from the crowd and join a wealth management team where your thoughts, experience, and ideas will impact not only the clients you work with but also your work environment.

 

Responsibilities:

 

·        Creation of advice deliverables and client communications  

·        Maintain the group’s internal informational databases and planning pipeline

·        Coordinate scheduling and follow up with our Client Relationship Managers and Advisors

·        Data gathering and analysis

·        Identify innovative workflow efficiencies and propose improvements to enhance financial and industry data quality and timeliness

·        Collaborate with the client advisory team (Investment Committee and Wealth Advisors) to create the most effective deliverable for the client.

·        Appropriately assess risk, demonstrating consideration for the firm's reputation and safeguarding Chemistry Wealth, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency

 

Qualifications:

 

·        3+ years of Financial Planning/Analysis experience required

·        Proficiency/Expertise in Excel

·        Experience with NaviPlan or similar financial planning software preferred

·        Organized with strong attention to detail and ability to communicate with the team

·        An ability to meet deadlines, logically tackle problems, and set priorities

·        The ability to thrive and deliver in a dynamic environment

·        Strong verbal and written communication skills

·        CFP or CFA designation a plus

·        Are legally authorized to work full-time in the United States and will not require a

visa sponsorship now or in the future

 

Education:

 

·        Bachelor's/University degree or equivalent experience

 

 

Chemistry Wealth is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Chemistry Wealth invites all qualified interested applicants to apply for career opportunities.